How to Rename a Document Template in Clio Grow

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

Note: Only available for Text Editor Templates

1. Click the Documents button in the main navigation bar
2. Click the Template Editor in the sub-navigation menu
3. Find the appropriate document template and click Edit
4. Change the document template’s title
5. Save the template to save the changes